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Our investment team

Our highly experienced team take an active approach which means they monitor local and global markets to identify what they believe are the best opportunities to optimise your investment. This disciplined and rigorous approach has consistently delivered strong returns after fees for our members over the long term.

Our Investment Management team have received high ratings from independent research houses.

Find out more about our key people (as at April 2019) below.

Chief Investment Officer

Paul is responsible for the management of the ANZ Investments investment team. Paul joined ANZ in 2018 with over 25 years of global capital markets risk experience in Europe, Asia, Australia and New Zealand.

Before joining ANZ, Paul held the following key roles: Managing Director - Europe Middle East and Africa Equities Research (JPMorgan), Managing Director Australian Equities Research (JPMorgan) and Head of New Zealand Country Credit Risk (Bankers Trust/Deutsche).


Third Party Managers, Strategy and Currency

Alan is jointly responsible for the Diversified Funds across ANZ Investments, which includes KiwiSaver, retail, wholesale and private bank portfolios.  In addition to diversified portfolio management duties, Alan leads the selection, appointment and monitoring of external managers, and ANZ Investments’ approach to responsible investing.

Alan has over 18 years’ industry experience, and joined ANZ in 2006 before moving to the investment team as an analyst in 2007.  From 2000 to 2005, Alan worked with investment firm Morley Funds Management (UK) and with Dutch fund-of-hedge-funds company, Theta Capital Management.

Alan graduated (First Class Honours) from the University of Waikato with a Master of Science (Technology) and is a CFA charterholder.

Maaike is jointly responsible for the management of the Diversified Funds across ANZ Investments, which includes KiwiSaver, retail, wholesale and private bank portfolios.  In addition to diversified portfolio management responsibilities, Maaike is focused on the asset allocation process, which includes both strategic and tactical asset allocation.

Maaike has over 13 years’ industry experience, and started at ANZ in 2015. Before ANZ, she worked as Strategic Advice Specialist at ING Investment Management advising large Dutch pension fund clients on asset allocation, and Structured Products Portfolio Manager for IMC Asset Management in the Netherlands.

Maaike graduated from the University of Auckland with a Bachelor of Technology in Industrial Mathematics (First Class Honours) and is a CFA charterholder.


Fixed Interest and Cash

Iain has been with ANZ for eleven years and was appointed Head of Fixed Interest and Cash in New Zealand and Australia in March 2014.

With over 23 years’ experience in funds management and investment banking, both locally and overseas, Iain has specialist knowledge and experience of both the domestic and global credit and interest rate markets.

Formerly a portfolio manager at a privately owned and Auckland-based retail fund manager, Iain has also held roles involving product and operations control for Salomon Bros, Citigroup, Barclays Capital and Credit Suisse First Boston, supporting fixed income cash and emerging market and derivative businesses in London and Milan.

Iain has a Bachelor of Arts (Joint Honours) Accountancy and Economics from the University of Manchester.

Ray works as a credit analyst for ANZ Investments. Previously he was an equity analyst in the Equities team and has 18 years’ experience analysing Australian and New Zealand listed companies. He has served on ANZ Investments’ Asset Allocation Committee, which is focused on making tactical and strategic asset allocation decisions for global equity markets, fixed interest markets, currencies and commodities.

Ray holds a Bachelor of Commerce in Economics and Finance, as well as a Diploma in Financial Planning.

Mia was appointed to the role of Fixed Interest Analyst for ANZ Investments in 2016 after completing the Wealth Graduate Programme and working in the Portfolio Management team as a portfolio and advisory associate. She is responsible for daily liquidity management, trade execution, and the delivery of targeted and timely credit research, which helps provides the team with the knowledge to preserve capital. She also supports the Portfolio Manager with interest rate risk management decisions.

Mia holds a Bachelor of Commerce in Finance and Accounting from the University of Auckland. She also holds the CFA Charter and is a member of the CFA Institute New Zealand.


Equities

Craig is responsible for ANZ Investments’ specialist Australasian listed property and infrastructure mandates. He joined ANZ in May 2005 as an investment analyst in the Equities team and was promoted to Investment Manager in January 2006.

Craig migrated to New Zealand in 2003 joining Forsyth Barr, with responsibility for several high-profile New Zealand companies, including part-coverage of the property sector. Previously, he spent seven years at Fuji Investment Management in London as an equity analyst and later Investment Manager responsible for European equity portfolios.

Craig graduated in 1993 from City University (London) with a Bachelor of Science (Honours) degree. He worked on the London International Financial Futures Exchange before completing a Master of Science in Investment Management from City University Business School in 1995.

Craig was appointed Portfolio Manager, Equities in September 2014, responsible for the New Zealand Share Fund and Equity Selection Fund. In August 2017, he was also appointed as portfolio manager for the ANZ Wholesale Australasian Share Fund.

Craig joined ANZ Investments in 2008 as an Investment Analyst in the Equities team and was responsible for research in both the equity and listed property sectors. 

Formerly a principal at an Auckland-based boutique funds management firm, and with more than 20 years’ experience in the industry, Craig’s skills include asset and investment sector research, portfolio management, and strategy. He has specialised in New Zealand and Australian equities, and in the listed property markets.

Craig has a Bachelor of Commerce degree from Lincoln University.


Responsible Investing

Peter is responsible for the development, integration and management of responsible investing (RI) policies across our suite of investment products, including both equities and fixed income. He assumed this role in mid-2016 alongside his other fixed interest and communications responsibilities before taking the RI role on fulltime in 2017.

Peter had previously covered a range of fixed interest roles within Investment Management after joining as Head of Fixed Interest for ANZ Private in 2006. He introduced International Fixed Interest to Private Bank portfolios in 2010 and continued responsibility for the broader international fixed interest proposition across all ANZ New Zealand Investments’ offerings until 2017.

Peter has over 30 years’ experience in domestic and international financial markets, largely within the dealing rooms of ANZ Bank both in NZ and in the US, with the last 12 years in Funds Management.


Implementation

Mathew is responsible for the implementation of investment decisions across our KiwiSaver, retail, private bank and wholesale portfolios. He also leads the research for setting the strategic direction of foreign exchange positions for our portfolios and is involved in the wider strategy discussions.

Mat has been involved in the funds management industry for over 18 years, and joined ANZ in 2002.  Prior to that he worked for a variety of firms in London including Old Mutual Fund Management and Hemscott.net.

Mat holds a Bachelor of Management Studies from the University of Waikato and is a CFA charterholder.

As the analyst on the new implementation desk, Ryan is responsible for executing asset allocation decisions and currency hedging decisions across ANZ’s suite of investment funds.  Additional responsibilities include research, analysis and solution development relevant to the investment performance of the diversified and global portfolios managed by ANZ Investments.

Ryan has been with ANZ for 8 years, initially starting in the retail side of the bank progressing through Investment Advisory and then most recently he has been a senior member of the Implementation team responsible for private client portfolios.

Ryan holds a Bachelor of Commerce majoring in Finance and International Business from the University of Auckland. Additionally, he is AFA qualified and is currently completing his papers for CFA.


Wholesale and Institutional Distribution

Graeme has been with ANZ since 2002. With 16 years’ investment industry experience in the UK and New Zealand, Graeme has had particular exposure to investment operations, the custody industry, trustee issues, and client service.

As well as client management, Graeme has responsibility for promoting and selling ANZ Investments' investment capability to research houses, investment consultants and the broader wholesale and institutional investment marke

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